Director of Operations · Daus Financial Group, LLC
Justin D. Gregory
CRD 6591916 · Named on Form ADV at one SEC-registered adviser
At a glance
Daus Financial Group, LLC, an SEC-registered wealth manager based in Kalamazoo, MI with $271 million in regulatory assets, lists Justin D. Gregory on its Form ADV as Director of Operations, a control person.
Firms and roles
- Daus Financial Group, LLCDirector of OperationsWealth manager · Kalamazoo, MI · $271M in regulatory assets
AtlasMembers
Justin’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Ryan M. DausOwner / Financial Advisor, Daus Financial Group, LLC
- Terra M. LoewChief Compliance Officer, Daus Financial Group, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Justin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.